-96.0%
SAFX vs VOO
+32.3%
-128.3%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.9% | +5.1% |
| 7D | +7.9% | +0.5% | +7.4% | +7.0% |
| 30D | +5.1% | -0.9% | +6.1% | +6.1% |
| 3M | +7.9% | +3.9% | +4.0% | +2.5% |
| 6M | +85.5% | +14.5% | +71.0% | +55.6% |
| YTD | +50.2% | +13.0% | +37.2% | +28.3% |
| 1Y | -69.4% | +19.4% | -88.8% | -75.0% |
| All | -96.0% | +32.3% | -128.3% | -95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling